USAA Classification: Internal

Rosanna Portugal-Miles

adzak2@r.postjobfree.com 602-***-****

Summary of Required and Preferred Qualifications

• Bachelor’s degree in Business Administration, emphasis on Finance.

• 27+ years of experience in marketing, media, advertising, social marketing, digital marketing, website merchandising (creation - implementation – optimization), search marketing, and digital campaign management, sales, customer service, crisis management (skilled and trained to de-escalate calls), communication skills.

• Creation of marketing and media strategies and tactics for most business categories (fast food, education, health, law, automotive) to generate ROI.

• Creation of compelling brand positioning, messaging and value to prospective end-users.

• Expert knowledge in creating campaign forecasts and budgets across multiple marketing channels.

• Expert knowledge on managing, optimizing, and scaling marketing and media strategies to generate and improve revenue by leveraging data and analysis to improve campaign performance.

• Demonstrated leadership in influencing business decisions, success in leading, influencing, motivating, and collaborating with key stakeholders and membership.

• Expert knowledge on creative persuasive presentations including marketing plans, competitive analysis, ROI analytics/performance metrics to stakeholders.

• Constantly staying abreast of market trends.

• Ensures risks associated with business activities are identified, measured, supervised, and controlled.

• Follows written risk and compliance policies, standards, and procedures for business activities.

• Expert knowledge of Microsoft Office, Word, Excel, and PowerPoint.

• Expert knowledge of federal laws, rules, and regulations: UDAAP, ECOA, UDAP, etc. Trained via American Express and ongoing CE via USAA.

• Experience working in agile framework (Mural).

• Self-govern, team player, top sales performer, confident decision maker, critical thinker, thrive in past-paced environments, no ego, kind.

• Professional Goal: Grow ROI leveraging marketing and media expertise for GCU. Professional Experience

Insurance Professional 1

USAA, Outbound Member Deepening November 2021 - Current USAA, New Member Acquisitions Feb 2021– November 2021

• In Outbound, further deepening of current USAA members, issue all major P&C lines of business in contact center environment while prioritizing tasks and multi-tasking multiple business applications including portal.

• In NMA, established eligibility and issued all major P&C lines of business in contact center environment while prioritizing tasks and multi-tasking multiple business applications including portal.

• Leverage marketing skills to inform, educate, protect members – consultative approach to generate new ROI for USAA.

• Advanced knowledge of agile management tools (not utilizing agile in current IP1 role but did use in previous roles).

• Awarded “Made for Excellence” award - September 2021. Lead Outbound Department in SOT February 2022.

• Consistently meeting over 100% to goal in metrics, compliance and technical. USAA Classification: Internal

• Maintain current Personal Lines Insurance Agent License as required by USAA in all 50 states via ongoing CE courses.

• Compliant and current on all CE courses for federal laws, rules, and regulations as it pertains to UDAAP, ECOA, UDP, etc.

American Express March 2019 – February 2021

Business Finance Specialist

• Sales.

• Experience communication and presentation skills, able to present to all levels of leadership: Influenced business decisions of small business owners nationwide to choose American Express products (Business Loans, Working Capital, Merchant Financing) versus competition.

• Collaborated with key partners within American Express to generate leads on which to call on and close for the 3 main products.

• Experience on messages across omni-channel to end user to streamline the overall experience, and in the end, increase ROI for American Express (close Business Loans, Working Capital, and Merchant Financing).

• Trained new employees to pilot department to be efficient and effective in communication to end user.

• Post- Covid: Spear-headed the department in training, processes and execution of Small Business Administration Paycheck Protection Program and closed loans throughout all 50 states (a new product to AMEX). Adherence to mandated government rules and regulations for the program. Quick turnarounds and deadlines for applications and approvals.

• Applied knowledge of federal laws, rules, and regulations as it pertains to UDAAP, ECOA, UDP, etc.

• Supervised team of 6 with each over $1MM per month in closed sales.

• Advanced knowledge of agile management tools and teach others to use them. Mural to keep track of projects and communication flow within team.

• Disseminate critical information through multiple mediums including written, oral, and virtual. Portugal Media Company LLC February 2015 – March 2019 Owner, Marketing and Media Planner, Buyer, ROI Creator, Customer Service Expert

• Marketing, media, advertising, digital, social, search, website creation and optimization.

• Influenced business decisions with each client by educating “why” to trust me with their marketing/media needs.

• Created marketing mix specific to each client’s goal(s) to create ROI.

• Demonstrated ability to lead, present, motivate all levels of leaders/business owners across the nation.

• Executed marketing opportunities with network partners to secure value add and brand integrations.

• Experience leveraging data and test results to optimize media investments for each client.

• Implemented and optimized marketing mix (including TV, Radio, Print, OOH, Digital, Website creation and optimization) specific to each client’s goal(s)

• Created marketing messaging specific to each marketing/digital campaign always leveraging a Beta Test (2 messages running simultaneously to see which one was more efficient and effective).

• Ability to leverage data and test results to optimize media investments.

• Negotiated added value with media outlets.

ViaMedia/Prism/CenturyLink September 2014 – February 2015 Senior Account Executive

• Media Sales, digital, website creation and optimization.

• Influenced business decisions for each client by educating clients as to why to add this medium to their media mix.

USAA Classification: Internal

• Advanced knowledge of digital marketing by creating a seamless integrated cable TV buy with digital buy for each client.

• Executed marketing opportunities with network to secure value add and brand integrations with clients.

• Constantly leveraging data and test results to optimize media investments. KTVK 3TV / azfamily.com June 2006 – September 2014 Senior Account Executive, ROI Creator

• Media Sales, television, segments, digital, website creation and optimization, mobile marketing.

• Managed over 200+ business owners’ and corporations’ marketing/media budgets on KTVK and azfamily.com platforms.

• Met with each business owner to discuss their overall yearly marketing mix and advised them on what media platforms to include and not include to reach yearly ROI, what messages to run to maximize marketing budget, what mediums to include to increase overall Reach.

• Executed marketing opportunities with network to secure value add and brand integrations with clients.

• Experience leveraging data and test results to optimize media investments for each client.

• Produced 2–4-minute TV segments to run simultaneously on digital platform – azfamily.com

• Optimized digital messages, digital ad space, digital platforms, digital budgets for each of the 200+ clients on my core list.

• Optimized television messages and programming mix for each client to grow ROI.

• Created strategic, integrated media plans for each client that were individualized to grow ROI.

• Supervised all new Account Executives when hired on how to present, persuade, create marketing strategies specific to business category, optimize digital campaigns, be efficient in marketing dollars for each new client. KSAZ Fox 10 / KUTP UPN 45 March 2004 – May 2006

Senior Account Executive

• Media Sales.

• Responsible for maintaining and growing account list with major focus on automotive (dealerships and car insurance, Progressive Insurance), QSR and realty.

• Met with agency leads to discuss their clients and how to maximize budgets to increase overall ROI.

• Heavy collaboration with key agency partners.

• Executed marketing opportunities with network to secure value add and brand integrations with clients.

• Met with each business owner to discuss their overall yearly marketing mix and advised them on who to include and not include to reach yearly ROI, what messages to run to maximize marketing budget, what mediums to include to increase overall Reach.

• Optimized digital messages, digital ad space, digital platforms, digital budgets for each of the 200+ clients on my core list.

• Optimized television messages and programming mix for each client to grow ROI.

• Experience leveraging data and test results to optimize media investments for each client. COX Media March 2003 – March 2004

Senior Account Executive

• Media Sales.

• 100% new business acquisition.

• Experience in influencing business decisions with each new onboarded client.

• Expert knowledge of Microsoft Office, Word, Excel, and PowerPoint. USAA Classification: Internal

Integer QSR Advertising Agency January 2002 – March 2003 Account Supervisor

DavisElen Advertising October 2000 – January 2002

Vice President, Account Supervisor

Client: McDonald’s Restaurants (McDonald’s owners changed advertising agencies and maintained my employment)

• Marketing, advertising, communication.

• Experience overseeing media operations to ensure excellence in execution: Created and managed McDonald’s marketing strategy, tactics, implementation and ongoing optimization of overall marketing and media mix.

• Expert knowledge in influencing business decisions, collaboration, negotiation skills: Negotiated the 10-year sponsorships with Phoenix Suns and Arizona Diamondbacks (to include but not limited to: marketing messages

(on McDonald’s media, Arizona Diamondbacks media and Phoenix Suns media), media mix, arena McDonald’s kiosks, point of purchase within restaurants and at arenas)

• Proven ability to develop data informed media plans with strong business rationale to secure ROI and stakeholder alignment.

• Expert knowledge in facilitating and participating in cross-functional teams including external resources: Creation of Arizona Diamondback baseballs – series of 3 baseballs to be purchased at McDonald’s locations – from creation of idea, prototype, coordination of fabrication to in-store sale and management of data to produce ROI.

• Experience is launching new products: sourcing, procurement, focus groups, prototype, creating of marketing strategies and tactics, creation of marketing mix, implementation, results tracking and optimization.

• Experience is coordinating production of television commercials, radio commercials, OOH billboards and transit boards, digital messages, and placement.

• Experience in development/planning, executing, and optimizing media investments for McDonald’s Co-ops. Created marketing messages, media mix for yearly calendar.

• Experience leveraging data and test results to optimize media investments for each client.

• Formulated and executed yearly cashflow to include every line item from marketing mix to monthly Board of Director meeting rooms.

• Executed marketing opportunities with network partners to secure value add and brand integrations.

• Leading cross functional teams: Executed communication and information stream between all major departments within advertising agency (production, creative services, strategic services, accounts receivables, etc.) as well as throughout Corporate McDonald’s. Lead cross functional teams: departments between McDonald’s, Arizona Diamondback, Phoenix Suns.

o Worked with agency partners to secure value add for brand integrations, sponsorships, and content marketing (Phoenix Suns Jason Kidd burger, Phoenix Suns Jason Kidd McDonald’s cups, Arizona Diamondbacks set of 3 baseballs, etc.)

• Effective communication and presentation skills; able to present to all levels of leadership (nationally and internationally).

• Expert knowledge in collaborating with key partners: Advertising agency – McDonald’s owners – Corporate McDonald’s – Media Outlets/platforms – Sports Teams – Community.

• Crisis Management including Public Relations

• Coordinated fundraising for McDonald’s Charities (Ronald McDonald House, Hispanic Scholarship Fund, African American Scholarship fund).

• Extensive qualitative and quantitative research on sales building promotions.

• Coordinated, presented, and participated at International, National, Regional, and local conventions that pertained to Quick Service Restaurants (QSR) marketing practices. USAA Classification: Internal

The Martin Agency September 1991 – October 2000

Senior Account Manager

• Client: Bank One Financial Institution

• Created and managed yearly cash flows

• Managed forecasting and budget as well as provide regular reporting to key stakeholders

• Created and managed marketing messages across traditional and non-traditional media platforms

• Optimized marketing messages and strategies throughout the year to continually increase profitability

• Spearheaded various campaigns that generated new revenue

• Created and managed sponsorships and partnerships

• Experience collaborating with key resources and partners, influencing decisions, and managing work to achieve strategic goals

• Managed production of creative (TV, radio, Outdoor, segments) Education

Bachelor Business Administration (Emphasis in Finance) Graduated 1991 University of Arizona - Tucson, Arizona

• Received the Minority in Women Business Scholarship from The New York College Board 1988, 1989, 1990, 1991

High School Diploma Graduated 1987

Xavier High School - Phoenix, Arizona

Company Sponsored Courses and Seminars: Marketing, Planning, Financial Management, Strategic Planning, Negotiation, Digital, Search Marketing, Website Merchandising, Digital Campaign Management, Mobile Marketing, Property & Casualty Licensed, Persuasive Writing, Persuasive Selling, Persuasive Presenting, creating a Strategy that is driven on ROI, Difference of Personality Styles, Communication, Cash Flow Creation, Creating and Maintaining Budgets

Recommendations available within USAA and external.

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